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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,661 | $106,524-84.4% | $152,301-89.1% | $87,485-81.0% |
| Participation rate | 55.3% | 75.8%-20.4pp | 82.4%-27.1pp | 68.9%-13.6pp |
| Annual return | 19.10% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,535 | $3,371-54.5% | $4,624-66.8% | $2,596-40.9% |
| Participant deferral / active EE | $1,996 | $6,525-69.4% | $8,004-75.1% | $4,274-53.3% |
| Admin fee / account holder | $1,365 | $8,287-83.5% | $14,398-90.5% | $7,775-82.4% |